See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,347 | $179,726-62.0% | $156,263-56.3% | $142,382-52.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 29.91% | 77.86%-48.0pp | 59.47%-29.6pp | 217.08%-187.2pp |
| Employer contribution / active EE | $6,224 | $5,069+22.8% | $4,333+43.6% | $4,299+44.8% |
| Participant deferral / active EE | $9,942 | $6,956+42.9% | $6,158+61.4% | $6,507+52.8% |
| Admin fee / account holder | $21,832 | $17,272+26.4% | $14,255+53.2% | $12,624+72.9% |